National Financial Solutions Advisor I (series 7 Required)

Bank of America

Lincoln, US
Base: $65,000.00 - $85,000.00 annualized salary; b...
On-site
Investment, banking, and lending solutions
Client relationship management
Consultative approach with clients
Bank of America is seeking a National Financial Solutions Advisor I in Lincoln, US, to provide comprehensive financial advice and solutions through a contact center environment. The role requires a Series 7 license and offers opportunities for career advancement through structured training and support

Job Summary

  • Through a contact center environment, FSAs leverage the Bank of America and Merrill offering model and collaborate with business partners to provide deliver the full power of the Enterprise by providing advice to help our clients achieve their financial goals; solutions include investment, banking, and lending.
  • We’ll help you build a successful career at Bank of America through world-class training and on-boarding programs that set you up for success.
  • As a Financial Solutions Advisor, you can look forward to unlimited potential for financial growth and building a portfolio of clients by providing exceptional client care with industry leading products, services, and education.

Matching Summary

Match Score: 85

Bank of America is seeking a National Financial Solutions Advisor I in Lincoln, US, to provide comprehensive financial advice and solutions through a contact center environment. The role requires a Series 7 license and offers opportunities for career advancement through structured training and support.

Salary

Base: $65,000.00 - $85,000.00 annualized salary; Bonus/Equity: Formulaic incentive plan eligible; Benefits: Benefits eligible

Skills & Requirements

Must-have

  • Investment, banking, and lending solutions
  • Client relationship management
  • Consultative approach with clients
  • Collaborate with business partners

Nice-to-have

  • Support communities we serve
  • Continuous training and development
  • Commitment to diversity

Key Requirements

  • Series 7, and 66 or equivalent
  • Bachelor's degree and 0-2 years of experience
  • Experience assessing client needs
  • Metrics-based sales environment experience

Work Rights

Not specified

Tailored Resume

Cover Letter